Trusted by Leading Roofing and Home Services Teams
Eliminate the “Clipboard” Bottleneck
JobNimbus is built to manage your jobs, but it relies on data from the field. When reps capture leads on paper or in disconnected apps, your production pipeline slows down.
- Double Entry: Office admins waste hours manually typing handwritten notes into JobNimbus.
- Lost Leads: Missing phone numbers or roof details mean office staff can’t create JobNimbus records—leads sit in limbo until it’s too late.
- Slow Follow-Up: The time gap between “Knock” and “Estimate” gives competitors a chance to steal the deal.
Automate Your Field to Production Pipeline
SPOTIO is the easy-to-use canvassing solution for JobNimbus. Reps focus on knocking doors and booking jobs—not wrestling with paperwork in the truck.
- Advance Production-Ready Leads: When a rep marks a lead as “Qualified” or “Appointment Set” in SPOTIO, the integration automatically creates a Contact or Job in JobNimbus. Your production team works on closeable jobs, not cold canvassing data.
- Preserve Job Details: Critical field data—Roof Type, Insurance Carrier, damage notes—flows directly from SPOTIO to JobNimbus. No more incomplete lead sheets forcing your office staff to play detective.
- Turn Estimates Faster: Configure Zapier to notify your estimators the instant a new opportunity lands in JobNimbus. Move from door knock to estimate while the homeowner is still thinking about you, not your competitor.
How it Works: Set It and Forget It
This integration uses Zapier for flexible, low-code connection between SPOTIO and JobNimbus.
- Choose Your Trigger: Select which SPOTIO action starts the sync—for example, “Lead marked as Appointment Set”.
- Map Your Fields: Connect SPOTIO data points (Roof Type, Insurance Carrier, Rep Name) to your JobNimbus Contact or Job fields.
- Configure Actions: Tell Zapier what to create in JobNimbus—Contacts, Jobs, or Tasks.
- Go Knock: Your reps keep working in SPOTIO, but their results build your production pipeline in JobNimbus.
Built for High-Volume Canvassing
Roofing contractors need speed from canvassing to contract. SPOTIO was built to handle the chaos of door-to-door lead generation while keeping your JobNimbus production pipeline full and current.
Drop pins on damaged properties and route your crews to the hottest neighborhoods first. Every knock is tracked; every lead flows into JobNimbus.
Capture damage photos in SPOTIO, then sync them to JobNimbus job files via Zapier. Adjusters and estimators get visual proof without chasing reps for photos.
Assign canvassing zones by crew, track daily knock counts, and see who’s hitting quota—all from the map view. No more group texts asking “Who knocked this street?”.
Customer Success Stories
FAQs
Find answers to common questions about the SPOTIO integration with JobNimbus.
This integration leverages Zapier, which provides a flexible, low-code way to connect SPOTIO triggers to JobNimbus actions.
Through Zapier, you can trigger the creation of Contacts, Jobs, and Tasks in JobNimbus based on activity in SPOTIO.
Yes. You can configure Zaps to push data from SPOTIO to JobNimbus (e.g., New Lead) and update SPOTIO records when statuses change in JobNimbus (e.g., Job Sold → Pin turns Green).
Zapier-based integrations deploy in hours with pre-built workflows. Most teams are up and running the same day they connect accounts.
Many basic integrations work on Zapier’s free tier. However, for multi-step Zaps (e.g., Create Deal + Send Email) or high-volume syncing, a paid Zapier plan is recommended.
